Fiduciary Consulting:

Coordination with client's other professional advisors

We deliver these services via a disciplined investment decision-making process that is based on investment and fiduciary best practices published by fi360 (www.fi360.com). We also tailor our approach as needed to accommodate the unique needs and preferences of each organization that we work with.

We also welcome the opportunity to provide organizational leaders—such as board and investment committee members—with any education they may desire about their fiduciary responsibilities related to their investment program. We're happy to share nationally recognized best practices for meeting these responsibilities.